Print your client's profiles

Did you know that you can generate a one page summary of a client's important information? 

 

GENERATING AND PRINTING CLIENT PROFILES

Obtain a printable summary page per client via the Clients>People tab.

Clients_-_People.png

  • You can find a specific client via the search bar in the top right corner
  • For a specific group of participants, add one or more filters. For example, you can filter clients down to a specific activity, and then further narrow the list to those who have allergies

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  • Check the Name box to select the entire list, or check specific participants one by one.
  • Once participants have been selected, click Operations>Print Profiles.

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 Now it's time to select your printing preferences in the Settings window:

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Forms: Use the drop-down menu to select which form information you want displayed on the client profile(s). Select All to get answers to all the questions included the participant account(s).

Page break after each person: When printing, a page break will be performed after each participant's file.

Display profile pictures: If a picture is saved in the participant's account, make it visible to print.

 

 Click Continue.png.


You will then be able to view the sheets before they are printed. 

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If you like what you see, click on Print.png!

 

Information shown on the client profile is based off answers provided on client's registration Form. 

 

Find out more about Personalizing your Registration Forms!

 

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